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Releases and Updates

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INBOUND 2023 Release Notes

Hello and welcome to the INBOUND edition of our monthly Release Notes! Here we’ll cover everything you need to know about our customer platform’s new features including AI-powered solutions your business needs to grow!

Prefer to flip through a deck? Check out our INBOUND Feature Deck!

Marketing Hub

1: Many Messaging

Effortlessly send broadcast messages to existing and prospective customers.

Leverage unified HubSpot data with SMS to deliver personalized reminders, offers, and updates to drive engagement and action. Seamlessly connect landing pages and meetings links into your SMS messages.

1: Many Messaging is currently live and available to all Marketing Hub Pro+ customers.

*SMS is available to U.S. only customers

**SMS is available as an add-on at Marketing Hub Pro+

Consent Management

Manual Consent Management: Add, modify, or remove verifiable consent from your contact list, ensuring compliance and data integrity.

Automated Consent Management: Reduce your admin work, all while managing consent efficiently and effectively. Easily handle opt-out requests, ensuring that your communication is respectful of your audience's preferences.

Consent Management is currently live and available to all Marketing Hub Pro+ customers.

*SMS is available to U.S. only customers

**SMS is available as an add-on at Marketing Hub Pro+

Intuitive Editor

Craft effective messages with the easy to use HubSpot editing experience you know and love!

Edit Tab: Include personalization tokens, links (including landing pages and meetings links) body text, preview screen, character count, location preview, and opt out toggle.
Settings Tab: Internal name, subs type, language, opt out message preview, campaign linking
Send & Schedule Tab: Send to/ don't send to, sending options (scheduling), estimated recipients

Intuitive Editor is currently live and available to all Marketing Hub Pro+ customers.

*SMS is available to U.S. only customers

**SMS is available as an add-on at Marketing Hub Pro+

Personalized Tokens Support

Include personalization tokens in your messages to dynamically insert individual contact details, such as the recipient's name, company, or other specific information.

Personalized Tokens Support is currently live and available to all Marketing Hub Pro+ customers.

*SMS is available to U.S. only customers

**SMS is available as an add-on at Marketing Hub Pro+

AI Slash and Highlight Commands for SMS

Content Assistant is also going to be available for SMS! Content creators will be able to generate messages within the SMS editor, along with the ability to highlight existing text to rewrite, shorten, expand, or change the tone of the text they select.

This feature is currently live and available to all Marketing Hub Pro+ customers.

*SMS is available to U.S. only customers

**SMS is available as an add-on at Marketing Hub Pro+

SMS Automation

Create custom workflows that respond to customer behavior, ensuring that your messages reach the right people at the right time. Whether it's sending a follow-up message after a prospect engages with your website or delivering a special offer when a lead reaches a certain stage in the sales process, our automation feature streamlines your communication and saves you valuable time.

Automation is currently in Public Beta and available to all Marketing Hub Pro+ customers.

*SMS is available to U.S. only customers

**SMS is available as an add-on at Marketing Hub Pro+

SMS Reporting

Gain valuable insights with comprehensive analytics, tracking opt-out rate, total clicks, click rate, replies, and reply rate. Uncover the effectiveness of your SMS campaigns, understand customer interactions, and optimize your messaging strategy for maximum engagement and impact.

SMS is also tracked in our customer journey analytics tool.

SMS Reporting is currently live and available to all Marketing Hub Pro+ customers.

*SMS is available to U.S. only customers

**SMS is available as an add-on at Marketing Hub Pro+

SMS Usage Tracking

Proactive prompts on remaining message counts will help you stay up to date on message usage as you plan and send your campaigns.

SMS Usage Tracking is currently live and available to all Marketing Hub Pro+ customers.

*SMS is available to U.S. only customers

**SMS is available as an add-on at Marketing Hub Pro+

AI Subject Line Generator

Content creators can now easily generate an email subject line for their campaign, complimenting the ability to generate and edit email copy within the Email Editor. Powered by email insights and best practices from HubSpot, the Subject Line Generator will read the content of your marketing email, and generate three subject lines accordingly. You will not need to prompt the tool, instead you can generate subject lines on the click of a button.

AI Subject Line Generator is currently in Private Beta and will be available to all Free+ customers.

*available on both desktop and the HubSpot mobile app

CMS Hub

AI Website Builder

We are building a single-page, AI-enhanced onboarding experience that dramatically reduces the number of decisions business builders need to make when creating a website.

AI Website Builder is currently in Private Beta and will be available to all Free+ customers.

AI-Generated Social Copy Within Blog Editor

Help marketers generate social posts without leaving the blog post editor (social composer side panel).

AI-Generated Social Copy Within Blog Editor is currently in Private Beta and will be available to all CMS Pro+ customers.

Marketing Hub + CMS Hub

AI-Powered Blog Posts Generator with Semrush Data

A new content idea generation tool for blog designed to bust blank page syndrome and help you with blogging. Powered by ChatGPT and keyword data from Semrush, this tool makes it easy to generate blog post topics, suggested post titles, descriptions, and outlines. Simply enter a description of a broad topic you are interested in getting more ideas about, and HubSpot will provide more specific ideas that may resonate with your audience. We will score topics for how easy they are to rank for and how popular they are on Google search to help you maximize results.

AI-Powered Content Ideas for Blog with Semrush Data is currently in Public Beta and is available to all Free+ customers.

AI Content Assistant: One Click Title and Meta Description Generation for Pages and Blog

We added new content assistant functionality to the settings field in website pages, landing pages, and blog to allow you to click on a button and generate SEO-friendly titles or meta descriptions. The feature analyzes your page’s content and uses AI to generate compelling titles and meta descriptions that accurately represent the page’s content.

This feature is currently in Public Beta and is available to all Free+ customers.

AI Content Assistant: Image Generation

Generate images based on a prompt or context from the task being performed.

This feature is currently in Private Beta and will be available to all Marketing and CMS Pro+ customers.

AI Content Assistant: Slash and Highlight Commands for Text Editors Across HubSpot Platform

Content creators can now generate blog outlines, paragraphs, ideas, or conclusions within the blog editor, along with editing existing text to rewrite, shorten, expand, or change the tone of the text they select.

This feature is currently in Public Beta and is available to all Free+ customers.

*This feature is also available in Service Hub

Campaign Assistant: Landing Page Creation from Content Generation

Create a landing page in a flash. Use Campaign Assistant to write the perfect copy, then in just one click have your landing page built. Go from nothing to a published landing page in a matter of minutes.

This feature is currently in Public Beta and is available to all Free+ customers.

Campaign Assistant: LinkedIn and Facebook Text Ads Copy Generation

Create the copy for your LinkedIn or Facebook ads with Campaign Assistant. In the click of a button you can have 3 variants to test for your next campaign. It's free for everyone!

This feature is currently in Private Beta and will be available to all Free+ customers.

Sales Hub

Prospecting Workspace

We are building a dedicated workspace for sales reps that consolidates the entire prospecting experience in HubSpot. This workspace will help reps organize their day efficiently, keep them focused on their daily activities, surface new or urgent activities requiring their attention, and tie everything they do to their big picture goals without ever having to switch between apps.

Prospecting Workspace is currently in Public Beta and is available to all Sales Hub Pro+ customers.

Lead Management

We are adding a new leads “object” to HubSpot that’s embedded into the prospecting workspace. Users can now create leads from contacts like they can with deals. No more hassle assigning leads to reps and no busy work.

Lead Management is currently in Public Beta and is available to all Sales Hub Pro+ customers.

Sequence Outcome Reporting

Two new metrics will be added to Sequences for Sales Hub Enterprise customers:

Deal Rate - the percentage of contacts enrolled in a sequence that resulted in a deal being created

Total Revenue - the amount of revenue from closed won deals influenced by the sequence

Sequence Outcome Reporting is currently in Public Beta and is available to all Sales Hub Enterprise customers.

Lead Funnel Report

Demystify the road from lead gen to revenue and rally your marketing and sales teams around clear goals and insights.

Lead contact rate report: Uncover how reps are engaging with your quality leads and why they convert.

Lead source report: See how your inbound, sales, or your product-qualified lead sources perform and contribute to high-value leads.

Lead Funnel Report is currently in Public Beta and is available to all Sales Hub Pro+ customers.

Prospecting Activities Report

This out-of-the-box report gives sales managers insight into their teams’ and reps’ activities. Prospecting activities help you assess the effectiveness of your sales processes, resource allocation, and team performance.

Analyze the performance of various activities during the Prospecting process, like:

Booking meetings
Enrolling contacts in sequences
Making calls
Completing tasks

Prospecting Activities Report is currently live and is available to all Sales Hub Pro+ customers.

Sales Velocity Reporting

The sales velocity report provides comprehensive insights into the performance and effectiveness of a sales team. This report examines key metrics such as the number of leads generated, conversion rates, and the time it takes to close deals.

Sales Velocity Reporting is currently in Public Beta and is available to all Sales Hub Pro+ customers.

Salesforce Activity Sync

Sync Salesforce activities into HubSpot, so you can analyze your calls, meetings, tasks, and more in Sales Hub, no matter where they originated.

Salesforce Activity Sync is currently in Private Beta and will be available to all Pro+ customers.

Sync Data Between HubSpot and LinkedIn Sales Navigator

HubSpot’s LinkedIn Sales Navigator integration is getting a major improvement with the ability to sync data two ways between the two platforms. This enables more automated insights and deeper reporting capabilities — a major improvement over the existing Sales Navigator integration. Note that HubSpot will be one of the first sales software platforms to have access to the integration.

This feature is currently in Private Beta and will be available to all Sales Hub Pro+ customers.

Essential Apps for Sales Hub

A new collection of recommended integrations for Sales Hub customers is now available in HubSpot’s App Marketplace. These integrations include:

This collection is currently live and is available to all hubs and tiers.

Forecast Insights

See how your revenue is trending against your sales targets for the month, quarter, and/or year. The new embedded forecast insights data makes it easier to monitor how the forecast and pipeline are trending throughout the quarter.

Forecast Insights is currently live and is available to all Sales Hub Pro+ customers.

Forecast Accuracy Tracking

Measure the reliability of your forecasts and the effectiveness of your forecasting process with forecast accuracy tracking.

Forecast Accuracy Tracking is currently in Public Beta and is available to all Sales Hub Pro+ customers.

AI Forecasting

Pressure test the forecast rolled up from the team against HubSpot’s new AI-powered forecast, which uses historical sales to project future sales.

Forecast Assistant is currently in Private Beta and will be available to all Sales Hub Pro+ customers.

Forecast Across All Pipelines

You can now manage goals and forecasts across all your pipelines.

Forecast Across All Pipelines is currently live and is available to all Sales Hub Pro+ customers.

Deal Inspection View

You can now see insights on pipeline health and sales velocity when managing Deals. With these new insights, sales reps can prioritize more easily, and managers can coach more effectively.

Make sure you set aside time on a weekly basis to regularly review these insights as they’ll give you an “at a glance” view of the health of your sales pipeline and sales process.

Deal Inspection View is currently live and is available to all Sales Hub Pro+ customers.

Deal Funnel Report

We made significant changes to our funnel reporting.

‘All stages in any order’ funnels got updated with skips, conversions & time in stage
‘All stages in order’ funnels got updated with skips, conversions, time in stage. You have 2 visualization choices - Sankey & Funnel and can edit this report in Journeys. Customization is available only for Enterprise.

Deal Funnel Report is currently in Public Beta and is available to all Sales Hub Pro+ customers.

Deal Journey Analytics

Customer Journey Analytics now includes the ability to build journeys based on deals, exclusive to Sales Hub Enterprise.

Deal Journey Analytics is currently live and is available to all Sales Hub Enterprise customers.

Deal Tags

You can now create colored deal tags, making it easier for sales reps to visually scan the board view and know which deals to prioritize.

Super admins can create up to ten (10) deal tags, each based on a set of conditions. Deal tags will appear on board cards when those conditions are met.

Deal Tags is currently live and is available to all Sales Hub Starter+ customers.

Content Assistant on Mobile

AI has now arrived to the HubSpot mobile app and it’s here to change the way our customers are going to work on mobile!

iPhone users can now boost their communications efficiency when prospecting or selling on-the-go by leveraging AI to help them compose emails easier and faster.

Content Assistant on Mobile is currently in Public Beta and is available to all Free+ customers.

QR Code Scanner

The QR code scanner enables salespeople to quickly create and save new contacts in their CRM through a simple two-step process by easily reading a QR code.

Scanning QR codes complements HubSpot’s mobile app business card scanning offering when meeting in-person prospects and leads at events, such as, conventions, conferences or trade shows.

QR Code Scanner is currently live and is available to all Free+ customers.

Service Hub

Conversation Summary

Introducing AI-generated conversation summary in the Inbox.

Conversations across all channels in active threads can now be summarized in the comment section. This feature creates a conversation summary so any inbox user can quickly get the context of a conversation without reading every message.

Conversation Summary is currently in Public Beta and is available to all Free+ customers.

Content Assistant in Inbox

With content assistant, you can do everything from generating responses to customer inquiries to editing existing or generated text by opting to rewrite, shorten, expand, or change the tone of the text they select.

Content Assistant in Inbox is currently in Public Beta and is available to all Free+ customers.

Sales Hub + Service Hub

A/B Testing in Sequences

For any email step, split sends 50/50 to experiment with different templates. Report on performance for both to quickly make decisions and optimize outreach.

A/B Testing in Sequences is currently in Public Beta and is available to all Sales and Service Hub Pro+ customers.

Sequence Step Analytics

With step-level analytics, you can report on every single step in your sequence to understand how reps are executing the steps and how they are converting into meetings booked.

Sequence Step Analytics is currently live and is available to all Sales and Service Hub Pro+ customers.

Book Meetings on Behalf of Others

Allow reps to book meetings on behalf of other reps and provide round robin routing functionality right on the contact record to efficiently book a meeting for the rep that is next up in the rotation. Give credit to both the person booking the meeting and the person hosting the meeting.

This feature is currently live and is available to all Sales and Service Hub Pro+ customers.

Lead Form Routing

Create conditional redirect rules within HubSpot Forms to automatically qualify and route your leads to the right rep. For each form submission, users can have conditional logic set to change what thank you message, URL, or meeting scheduling page appears, based on the form response. This will allow marketing and sales teams to automate their own rules for qualification.

This feature is currently in Public Beta and is available to all Sales and Service Hub Enterprise customers.

HubSpot Embed for Salesforce

Create great connections with your prospects and customers with Sales Hub, no matter which CRM your team uses.

Enroll contacts into HubSpot Sequences and create meetings directly from Salesforce records, so reps can spend less time clicking between tabs and more time connecting with customers..

This feature is currently live and is available to all Sales and Service Hub Pro+ customers.

Advanced Playbook Recommendations

Recommend playbooks using any property in any object (including custom properties and properties in custom objects).

This feature is currently live and is available to all Sales and Service Hub Pro+ customers.

Playbooks: Snippets and Rich Text Formatting

Introducing snippets support in playbook note fields. Now, you can save commonly used phrases as snippets and reuse them in playbook notes with ease. Plus, you can format your notes using rich text editing tools.

This feature is currently live and is available to all Sales and Service Hub Pro+ customers.

Playbooks on Custom Object Records

You can now access playbooks directly from custom object record pages.

This feature is currently live and is available to all Sales and Service Hub Pro+ customers.

Coaching Playlists

Enable users to save call recordings to playlists, making it easy to onboard and upskill reps at scale.

This feature is currently live and is available to all Sales and Service Hub Pro+ customers.

Sequences on Mobile

iOS and Android Apps will support enrolling, un-enrolling, pausing and resuming contacts from a sequence.

This feature is currently live and is available to all Sales and Service Hub Pro+ customers.

Operations Hub

AI Assisted Report Description

You can now add and edit descriptions on Reports, with the added benefit of helpful AI to make the process quick and easy.

This feature is currently in Public Beta and is available to all Free+ customers.

AI Generated Reports

You can now use Generative AI in HubSpot to create reports with just a simple question. AI Generated reports make it simple to building the perfect report to answer business questions.

This feature is currently in Private Beta and will be available to all Free+ customers.

AI Generated Workflow Descriptions

Customers often struggle to know at a glance why a workflow was created and what it’s meant to do. It’s especially difficult (and scary!) when there is a high number of workflows or workflow users in a portal.

With generative AI, customers no longer have to spend time summarizing their workflows. They can simply generate a brief description and then edit or re-generate a new one.

This feature is currently in Private Beta and will be available to all Pro+ customers with Workflow plans.

*this feature is available globally but will only be available in the English language

Commerce Hub

Relaunch Commerce Tool as “Commerce Hub”

B2B SMBs use Commerce Hub to streamline their opportunity-to-revenue process to get paid faster, increase revenue, and save time.

- Get paid faster: Easy-to-use toolset designed to accelerate the time from opportunity to payment.

- Increase revenue: Empower your teams to generate new revenue opportunities.

- Save time: Leverage automation to reduce manual billing tasks.

This relaunch is currently live.

*HubSpot Payments is available to U.S. based customers only using a Starter+ edition of any hub

Invoices

HubSpot payments merchants can now create native invoices. Invoices can be created from Contacts, Companies, Deals, or Quotes (and will pull in associated object information) to speed up their sales process and reduce the risk of human error.

HubSpot invoices are payable via HubSpot payments and the Stripe payment processing integration (both ACH and Credit Card), but can also be marked as paid manually if payment is received outside of HubSpot payments (e.g. wire transfer, check, PayPal, etc).

Invoices is currently live and is available to all Free+ customers.

*HubSpot payments is available to U.S. based customers only using a Starter+ edition of any hub

Stripe Payment Processing

Commerce Hub now offers flexible payment processing, allowing you to seamlessly and quickly collect money from your customers on invoices, payment links or quotes within the HubSpot CRM by using your existing Stripe log in.

Stripe payment processing is currently in Public Beta and is available to all Free+ customers.

*HubSpot payments is available to U.S. based customers only using a Starter+ edition of any hub

**NOTE: Only available in the U.S. at INBOUND, we will have a waitlist for international customers.

CRM Platform

CRM Development Tools to Build UI Extensions with React as Front-End

Bring more information across your systems into one central place on CRM record pages Show your users the right information at the right place at the right time by creating UI extensions (custom cards) on the record. With React, build richer, more interactive extensions to improve the overall functionality and user experience for your teams.

This feature is currently in Public Beta and will be available to all Sales and Service Hub Enterprise customers.

CRM Data Components and Action Extensibility

Build custom cards on CRM record pages with CRM data components to easily visualize and action your HubSpot data. Available components include association table, property list, report, and stage tracker. Take it a step further with action extensibility by triggering actions from custom cards including external web links, HubSpot-defined actions, and custom actions.

This feature is currently in Public Beta and is available to all Sales and Service Hub Enterprise customers.

CRM Record Page Editor

Boost rep productivity by customizing the record page view by team using the CRM record page editor.

This feature is currently in Public Beta and is available to all Free+ customers.

*Pro+ users can create team specific views

**Sales and Service Hub Enterprise users can add additional tabs to any view

Conditional Properties

Provide admins with the ability to conditionally define what properties should display and be required based on the value of an additional property. These rules will be triggered when users make edits throughout the HubSpot CRM to contacts, companies, deals, tickets, and custom objects.

This feature is currently in Private Beta and will be available to all Pro+ customers.

Advanced Formula Editor for Calculated Properties

The advanced formula editor for calculated properties is a powerful tool that allows you to take your data and turn it into vital business context with ease. You can now create custom calculations to suit your specific business needs.

This feature is currently live and is available to all Pro+ customers.

Centralized Audit Log of User Actions - Public API

This new API exposes centralized audit log information of user actions so that once implemented, the API can extract historical data of actions taken by users across the account.

This feature is currently in Public Beta and is available to all Enterprise customers.

Thank you for joining us for this year’s INBOUND edition of the Release Notes. How will you be using these updates to connect with your customers? Let us know!

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